by Jim Stackpool | Sep 7, 2023 | Advice is not a Product, advisers v distributors, best practice, Business Planning, capacity to serve, Capacity-To-Serve, Career Management, Consequences, cost to serve, Cost-To-Serve, future of advice, Future of Financial Advice, Measures of Success, Pricing Advice, Value Proposition
I can still see the surprised looks on their faces. It was November 1989, during a three-day “Agent As A BusinessPerson” workshop MLC asked me to design and facilitate. One of the last sessions for the twenty-five accountants and financial planners had...
by Jim Stackpool | Aug 24, 2023 | Advice Conversations, Advice is not a Product, advisers v distributors, Brand Development, Client Offerings, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Goals, Hayne Royal Commission, Leadership, Public Good, Quality Advice, Royal Commission, Serve the Greater Good, Value Proposition
Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
by Jim Stackpool | Jul 27, 2023 | Advice is not a Product, advisers v distributors, Brand Development, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Hayne Royal Commission, Leadership, Public Good, Quality Advice, Royal Commission, Serve the Greater Good
The problem with super is super. Since the 2002 Financial Services Review, there have been at least a dozen enquiries, commissions and reviews into Australia’s superannuation, insurance, investment, and financial services industries. Last week APRA and ASIC jointly...
by Jim Stackpool | Jun 27, 2023 | Advice is not a Product, advisers v distributors, Best Interests, Brand Development, Commoditisation, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Leadership, Public Good, Separation of advice from product
Amazon Advice is coming to a screen near you. It is already happening. Wesfarmers recently bought a large telehealth business – Instantscripts – for $135m. This purchase was in addition to the company’s $1B acquisition of the Priceline Pharmacy chain...
